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WisdomTree Europe Hedged Equity Fund
HEDJ

198 hedge funds and large institutions have $775M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $77K | Put options by funds: $9K

87% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 39

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

4.51% more ownership

Funds ownership: 40.32% → 44.84% (+4.5%)

2% more funds holding

Funds holding: 195 → 198 (+3)

2% more capital invested

Capital invested by funds: $758M → $775M (+$16.6M)

Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
73
Reduced
39
Closed
18
Calls
$77K
Puts
$9K
Net Calls
+$68K
Net Calls Change
+$65K

Top Buyers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
+$15.8M
2
Morgan Stanley
Morgan Stanley
New York
+$11.1M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.63M
4
Jane Street
Jane Street
New York
+$7.53M
5
PC
Permanens Capital
New York
+$7.08M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.3M
2
ES
Eagle Strategies
New York
-$1.82M
3
FTUS
Flow Traders U.S.
New York
-$1.48M
4
FA
Fiduciary Alliance
South Carolina
-$1.24M
5
UBS Group
UBS Group
Switzerland
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$396K -$113K -2,392 -21%
SPIA
102
Steward Partners Investment Advisory
New York
$384K +$897 +19 +0.2%
TSS
103
Two Sigma Securities
New York
$375K +$391K +8,290 New
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$371K +$24.2K +512 +7%
MCCA
105
Mill Creek Capital Advisors
Pennsylvania
$370K -$283 -6 -0.1%
CSC
106
Caldwell Sutter Capital
California
$368K – – –
ACM
107
Alethea Capital Management
Washington
$363K – – –
BPA
108
Beacon Pointe Advisors
California
$362K – – –
AT
109
Arlington Trust
Alabama
$362K +$378K +8,000 New
BAM
110
Belpointe Asset Management
Nevada
$354K -$461K -9,776 -56%
Citadel Advisors
111
Citadel Advisors
Florida
$345K +$360K +7,622 New
IPAM
112
Investment Partners Asset Management
New Jersey
$335K – – –
RFN
113
RDA Financial Network
Iowa
$333K – – –
NLP
114
Next Level Private
New York
$325K – – –
1832 Asset Management
115
1832 Asset Management
Ontario, Canada
$322K – – –
HIC
116
Holderness Investments Company
North Carolina
$320K -$365K -7,726 -52%
Stifel Financial
117
Stifel Financial
Missouri
$314K +$1.56K +33 +0.5%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$288K -$13.1K -277 -4%
M
119
MOTCO
Texas
$288K +$301K +6,372 New
AC
120
AlphaCore Capital
California
$285K – – –
DC
121
Davenport & Co
Virginia
$280K -$25.2K -533 -8%
PAG
122
Private Advisor Group
New Jersey
$270K +$3.59K +76 +1%
CAM
123
Concorde Asset Management
Michigan
$264K +$236 +5 +0.1%
MWAM
124
Manhattan West Asset Management
California
$264K +$661 +14 +0.2%
Franklin Resources
125
Franklin Resources
California
$263K -$79.8K -1,690 -23%
3 4
5
6 7

HEDJ Hedge Fund Activity: Q2 2024 in Review

198 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2024, worth a combined $775M — up 2.2% from $758M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HEDJ positions and 18 closed out — a net gain of 6 holders — while 73 added to existing stakes and 39 trimmed.

The largest buyer was Madison Asset Management, opening a new position worth an estimated $15.8M. The largest seller was JP Morgan Chase, cutting an estimated $2.3M.

  • 198 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2024, up from 195 in Q1 2024.
  • Funds reported $775M of WisdomTree Europe Hedged Equity Fund stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 24 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2024 and 18 closed out, a net change of +6 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2024 was Madison Asset Management, an estimated $15.8M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2024 was JP Morgan Chase, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2024.